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Objective

To provide a return that closely matches the benchmark return before fees and tax.

Investment fees + indirect costs

0.50 % pa.

Minimum timeframe

5+ years.

Risk level

3 (low - medium)

Chance of a negative annual return

2.8 in every 20 years

Returns (as at 31/01/2021)

  • Timeframe Return
     
  • 3 mths 12.60%
  • Financial yr to date 14.10%
  • 1 yr (% pa.) 1.70%
  • 3 yr (% pa.) 8.40%
  • 5 yr (% pa.) 11.70%
  • 7 yr (% pa.) 8.70%
  • 10 yr (% pa.) 8.60%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
12.60% 14.10% 1.70% 8.40% 11.70% 8.70% 8.60%
See past returns
Asset allocation
  • Type Target
  •   Australian Shares 100%
  •   S&P/ASX 300 Accumulation Index 80%
  •   FTSE/ASFA Australian High Dividend Yield Index 20%